Welcome!

Microsoft Cloud Authors: Kevin Benedict, Pat Romanski, Liz McMillan, Lori MacVittie, Elizabeth White

News Feed Item

Boston-based Global Investment Firm Selects Equipos Coric for Client Reporting and Factsheet Automation

LONDON and BOSTON, November 21, 2012 /PRNewswire/ --

Equipos Inc. today announced that Coric, the award-winning solution for client communications, has been selected by a leading Boston-based global investment firm in support of their commitment to deliver exceptional client service. The Equipos Coric Client Communications suite will be deployed as a fully integrated and automated client reporting and factsheet production system across the company's global operations.

Following a rigorous search and proof-of-concept process the Boston-based firm selected Coric based on its robust and proven workflow, easy-to-use report building tools and impressive, marketing quality client reports and factsheets. Key to the selection was the quality and experience of the Equipos team along with the company's best practice implementation approach.

Coric will underpin the firm's client services infrastructure, to deliver top quality client communications and reporting. This is at the heart of the firm's commitment to delight clients with the level and quality of information received.

Coric is an end-to-end client reporting solution, controlled by business users via a range of easy-to-use dashboards and automated workflow tools. It enables client service teams to respond quickly and efficiently to constantly changing reporting requirements, with little or no recourse to technical staff. Coric generates premium quality reports, incorporating customized data and formats, as well as personalized commentaries that can be viewed, edited or inserted as required. Multi-channel delivery options allow clients to receive reports in print, online or to their mobile device for anytime, anywhere delivery.

"The deployment of Coric is a strategic development that demonstrates this firm's commitment to deliver high quality, accurate and timely investment reports to new and existing clients," commented Mike Hendy, Vice President, Equipos North America. "Their choice was based on Coric's breadth of functionality, unparalleled performance and scalability, and the proven track record that Equipos can demonstrate in global markets."

Alan Hamilton, CEO at Equipos, commented: "We are delighted to be awarded this contract by such a prestigious firm that is held in high regard across the global investment management sector. It marks the start of a very rewarding partnership. Equipos exceeded all of the due diligence criteria set by the firm and our product roadmap closely matched their plans for the future. Together with our investment industry knowledge, client reporting domain expertise and next generation technology, the firm concluded that Equipos is uniquely positioned to support their business into the future."

About Equipos (http://www.equiposgroup.com)

Equipos is a leading global supplier of automated client communications and client reporting solutions with historical roots in the private client and investment reporting sector. Equipos Coric™ empowers client services staff to create visually appealing client reports, fund fact sheets, meeting packs, presentations and other client communications without recourse to IT.

Coric is Waters Buy-Side Client Reporting Platform of the Year 2011 and 2012

Microsoft Gold Partner since 2011


More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

IoT & Smart Cities Stories
"Space Monkey by Vivent Smart Home is a product that is a distributed cloud-based edge storage network. Vivent Smart Home, our parent company, is a smart home provider that places a lot of hard drives across homes in North America," explained JT Olds, Director of Engineering, and Brandon Crowfeather, Product Manager, at Vivint Smart Home, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
We are seeing a major migration of enterprises applications to the cloud. As cloud and business use of real time applications accelerate, legacy networks are no longer able to architecturally support cloud adoption and deliver the performance and security required by highly distributed enterprises. These outdated solutions have become more costly and complicated to implement, install, manage, and maintain.SD-WAN offers unlimited capabilities for accessing the benefits of the cloud and Internet. ...
In an era of historic innovation fueled by unprecedented access to data and technology, the low cost and risk of entering new markets has leveled the playing field for business. Today, any ambitious innovator can easily introduce a new application or product that can reinvent business models and transform the client experience. In their Day 2 Keynote at 19th Cloud Expo, Mercer Rowe, IBM Vice President of Strategic Alliances, and Raejeanne Skillern, Intel Vice President of Data Center Group and G...
Business professionals no longer wonder if they'll migrate to the cloud; it's now a matter of when. The cloud environment has proved to be a major force in transitioning to an agile business model that enables quick decisions and fast implementation that solidify customer relationships. And when the cloud is combined with the power of cognitive computing, it drives innovation and transformation that achieves astounding competitive advantage.
DXWorldEXPO LLC announced today that "IoT Now" was named media sponsor of CloudEXPO | DXWorldEXPO 2018 New York, which will take place on November 11-13, 2018 in New York City, NY. IoT Now explores the evolving opportunities and challenges facing CSPs, and it passes on some lessons learned from those who have taken the first steps in next-gen IoT services.
The current age of digital transformation means that IT organizations must adapt their toolset to cover all digital experiences, beyond just the end users’. Today’s businesses can no longer focus solely on the digital interactions they manage with employees or customers; they must now contend with non-traditional factors. Whether it's the power of brand to make or break a company, the need to monitor across all locations 24/7, or the ability to proactively resolve issues, companies must adapt to...
"IBM is really all in on blockchain. We take a look at sort of the history of blockchain ledger technologies. It started out with bitcoin, Ethereum, and IBM evaluated these particular blockchain technologies and found they were anonymous and permissionless and that many companies were looking for permissioned blockchain," stated René Bostic, Technical VP of the IBM Cloud Unit in North America, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Conventi...
Founded in 2000, Chetu Inc. is a global provider of customized software development solutions and IT staff augmentation services for software technology providers. By providing clients with unparalleled niche technology expertise and industry experience, Chetu has become the premiere long-term, back-end software development partner for start-ups, SMBs, and Fortune 500 companies. Chetu is headquartered in Plantation, Florida, with thirteen offices throughout the U.S. and abroad.
René Bostic is the Technical VP of the IBM Cloud Unit in North America. Enjoying her career with IBM during the modern millennial technological era, she is an expert in cloud computing, DevOps and emerging cloud technologies such as Blockchain. Her strengths and core competencies include a proven record of accomplishments in consensus building at all levels to assess, plan, and implement enterprise and cloud computing solutions. René is a member of the Society of Women Engineers (SWE) and a m...
SYS-CON Events announced today that DatacenterDynamics has been named “Media Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY. DatacenterDynamics is a brand of DCD Group, a global B2B media and publishing company that develops products to help senior professionals in the world's most ICT dependent organizations make risk-based infrastructure and capacity decisions.